Personal Finance Advisor, Assigned Clientele, Montreal West

Role Overview As a personal finance advisor, you are responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You provide financing solutions for affluent individuals and businesses, drive results by recommending loans and insurance products, and serve as a financing expert advisor and resource person.

Responsibilities

Advise members and clients on the best strategies and work with them to identify expected results.

Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

Stay up-to-date on the financial services industry, market trends and best practices in your field.

Participate in outreach activities and represent the caisse in the community.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria.

Qualifications

Bachelor's degree in a related field

A minimum of one year of relevant experience

Other combinations of qualifications and relevant experience may be considered

Mutual fund representative certificate– Autorité des marchés financiers

Knowledge of French is required

Knowledge of current financial, economic, political and legislative events

Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)

Knowledge of tax, financial and succession issues for individuals and business owners

Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

Knowledge of debt management

Knowledge of compliance with legislation respecting the distribution of financial products and services

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes

Knowledge of service standards

Knowledge of techniques used to assess and monitor individual financing applications

Key Skills

Action oriented

Customer Focus

Differences

Drive results

Interpersonal Savvy

Nimble learning

Equal Employment Opportunity At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Trade Union (If applicable) (If applicable)

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